Eaton Corp plc
ETN- Exchange
- NYSE
- Industry
- Misc Industrial & Commercial Machinery & Equipment
- SEC CIK
- 0001551182
In the last 90 days, Eaton Corp plc insiders filed 1 open-market purchase and 2 sales; 2,686 institutions reported holding it in 13F filings for Q2 2026, worth $140.6B in total; Coatue Management is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Eaton Corp plc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,532
- +73 vs. Q4 2022
- Shares held
- 331.2M
- +6.39M (+2.0%) vs. Q4 2022
- Total value
- $56.7B
- +$5.67B (+11.1%) vs. Q4 2022
- New holders
- 152
- 563 more added
- Sold out
- 79
- 573 more reduced
34 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,686 | $140.6B |
| Q1 2026 | 2,533 | $116.2B |
| Q4 2025 | 2,472 | $102.5B |
| Q3 2025 | 2,393 | $119.3B |
| Q2 2025 | 2,329 | $117.1B |
| Q1 2025 | 2,196 | $88.7B |
| Q4 2024 | 2,287 | $107.8B |
| Q3 2024 | 2,131 | $107.0B |
| Q2 2024 | 2,084 | $103.3B |
| Q1 2024 | 2,010 | $103.7B |
| Q4 2023 | 1,822 | $80.0B |
| Q3 2023 | 1,664 | $70.7B |
| Q2 2023 | 1,628 | $66.2B |
| Q1 2023 | 1,532 | $56.7B |
| Q4 2022 | 1,493 | $51.0B |
| Q3 2022 | 1,385 | $43.6B |
| Q2 2022 | 1,371 | $41.1B |
| Q1 2022 | 1,422 | $49.1B |
| Q4 2021 | 1,456 | $55.3B |
| Q3 2021 | 1,352 | $47.6B |
| Q2 2021 | 1,316 | $47.6B |
| Q1 2021 | 1,311 | $44.4B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Corp plc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 4,723 | $809.2K | 0.57% | −2,055−30.3% | Reduced |
| Silvant Capital Management LLC | 4,741 | $812.3K | 0.05% | +3,659+338.2% | Added |
| Valmark Advisers, Inc. | 4,761 | $815.8K | 0.02% | +383+8.7% | Added |
| Evermay Wealth Management LLC | 4,769 | $817.1K | 0.16% | −375−7.3% | Reduced |
| Change Path, LLC | 4,775 | $818.0K | 0.04% | +62+1.3% | Added |
| Checchi Capital Advisers, LLC | 4,790 | $820.7K | 0.08% | +410+9.4% | Added |
| Leavell Investment Management, Inc. | 4,792 | $821.0K | 0.06% | +843+21.3% | Added |
| Twin Capital Management Inc | 4,801 | $822.6K | 0.11% | −428−8.2% | Reduced |
| Journey Advisory Group, LLC | 4,807 | $823.6K | 0.13% | +133+2.8% | Added |
| Thomasville National Bank | 4,810 | $824.1K | 0.08% | −14−0.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,822 | $826.2K | 0.17% | +444+10.1% | Added |
| South State Corp. | 4,831 | $827.7K | 0.08% | −57−1.2% | Reduced |
| Cigna Investments Inc | 4,827 | $828.0K | 0.17% | −45−0.9% | Reduced |
| Cobblestone Capital Advisors LLC | 4,837 | $828.8K | 0.06% | −610−11.2% | Reduced |
| Telemus Capital, LLC | 4,839 | $829.1K | 0.07% | −114−2.3% | Reduced |
| First County Bank | 4,841 | $829.5K | 0.41% | +439+10.0% | Added |
| Dorsey & Whitney Trust CO LLC | 4,860 | $832.7K | 0.08% | −53−1.1% | Reduced |
| Northern Financial Advisors Inc | 4,866 | $833.7K | 0.78% | −269−5.2% | Reduced |
| Stonegate Investment Group, LLC | 4,868 | $834.1K | 0.03% | +167+3.6% | Added |
| Peak Planning Group, LLC | 4,871 | $834.6K | 0.68% | +20+0.4% | Added |
| Barber Financial Group, Inc. | 4,915 | $842.1K | 0.15% | +2,620+114.2% | Added |
| Legacy Capital Group California, Inc. | 4,939 | $846.2K | 0.41% | +4,939 | New |
| Kowal Investment Group, LLC | 4,945 | $847.3K | 0.24% | −246−4.7% | Reduced |
| Farmers & Merchants Investments Inc | 5,000 | $856.7K | 0.03% | +285+6.0% | Added |
| Grove Bank & Trust | 5,037 | $863.0K | 0.18% | −1,328−20.9% | Reduced |
| Garner Asset Management Corp | 5,060 | $867.0K | 0.41% | +80+1.6% | Added |
| Cary Street Partner Investment Advisory LLC | 5,065 | $867.9K | 0.06% | −97−1.9% | Reduced |
| F/M Investments LLC | 5,067 | $868.2K | 0.88% | +5,067 | New |
| Wahed Invest LLC | 5,083 | $870.9K | 0.38% | −81−1.6% | Reduced |
| Texas Yale Capital Corp. | 5,094 | $872.8K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,101 | $874.0K | 0.46% | 00.0% | Unchanged |
| SFMG, LLC | 5,101 | $874.0K | 0.09% | +528+11.5% | Added |
| Horizon Investments, LLC | 5,147 | $877.4K | 0.03% | −1,555−23.2% | Reduced |
| Excalibur Management Corp | 5,140 | $880.7K | 0.46% | −90−1.7% | Reduced |
| Matisse Capital | 5,145 | $881.5K | 0.57% | +5,145 | New |
| Marcum Wealth, LLC | 5,165 | $885.0K | 0.11% | −86−1.6% | Reduced |
| Callan Family Office, LLC | 5,176 | $886.9K | 0.22% | −97−1.8% | Reduced |
| Jacobi Capital Management LLC | 5,236 | $897.1K | 0.11% | −49−0.9% | Reduced |
| Fidelis Capital Partners, LLC | 5,246 | $897.3K | 0.38% | +3,303+170.0% | Added |
| Biltmore Wealth Management, LLC | 5,284 | $905.4K | 0.36% | −91−1.7% | Reduced |
| Canton Hathaway, LLC | 5,300 | $908.0K | 0.31% | 00.0% | Unchanged |
| Capital Square, LLC | 5,819 | $909.2K | 0.84% | −50−0.9% | Reduced |
| Desjardins Global Asset Management Inc. | 5,311 | $910.0K | 0.11% | +2,886+119.0% | Added |
| Capital Investment Advisors, LLC | 5,311 | $910.0K | 0.03% | −1,145−17.7% | Reduced |
| Scotia Capital Inc. | 5,338 | $914.6K | 0.01% | −604−10.2% | Reduced |
| Spire Wealth Management | 5,348 | $916.3K | 0.04% | +815+18.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,414 | $927.6K | 0.10% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 5,422 | $929.0K | 0.29% | −121−2.2% | Reduced |
| Ritholtz Wealth Management | 5,439 | $931.9K | 0.05% | +201+3.8% | Added |
| Citizens Financial Group Inc | 5,449 | $933.7K | 0.03% | +5,449 | New |
| Smithfield Trust Co | 5,455 | $938.0K | 0.06% | 00.0% | Unchanged |
| Lake Street Financial LLC | 5,488 | $940.3K | 0.18% | +892+19.4% | Added |
| Northwest Bancshares, Inc. | 5,504 | $943.1K | 0.18% | −110−2.0% | Reduced |
| Saxon Interests, Inc. | 5,512 | $944.4K | 0.53% | +177+3.3% | Added |
| PGGM Investments | 5,535 | $948.0K | 0.02% | +1,324+31.4% | Added |
| InTrack Investment Management Inc | 5,850 | $949.1K | 0.87% | −588−9.1% | Reduced |
| Krilogy Financial LLC | 5,550 | $950.9K | 0.08% | −175−3.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,570 | $954.4K | 0.16% | +243+4.6% | Added |
| Cassaday & Co Wealth Management LLC | 5,591 | $958.0K | 0.04% | +80+1.5% | Added |
| Belpointe Asset Management LLC | 5,591 | $958.0K | 0.05% | +184+3.4% | Added |
| Avidian Wealth Solutions, LLC | 5,610 | $961.2K | 0.05% | −22−0.4% | Reduced |
| Azimuth Capital Investment Management LLC | 5,640 | $966.4K | 0.05% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 5,750 | $985.0K | 0.01% | −1,204−17.3% | Reduced |
| PFG Investments, LLC | 5,815 | $996.3K | 0.20% | +5,815 | New |
| WSFS Capital Management, LLC | 5,879 | $1.01M | 0.11% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,904 | $1.01M | 0.09% | −166−2.7% | Reduced |
| First City Capital Management, Inc. | 6,062 | $1.01M | 0.59% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 5,928 | $1.02M | 0.42% | +995+20.2% | Added |
| Balentine LLC | 5,988 | $1.03M | 0.03% | −409−6.4% | Reduced |
| Glenview Trust Co | 5,992 | $1.03M | 0.03% | −83−1.4% | Reduced |
| Amussen Hunsaker Associates LLC | 6,000 | $1.03M | 0.26% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $1.03M | 0.40% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,008 | $1.03M | 0.14% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 6,012 | $1.03M | 0.40% | −335−5.3% | Reduced |
| Walleye Trading LLC | 6,016 | $1.03M | 0.04% | +6,016 | New |
| PDS Planning, Inc | 6,053 | $1.04M | 0.14% | +457+8.2% | Added |
| Boston Financial Mangement LLC | 6,065 | $1.04M | 0.04% | −646−9.6% | Reduced |
| Evergreen Capital Management LLC | 6,071 | $1.04M | 0.05% | +319+5.5% | Added |
| Darwin Advisors, LLC | 6,409 | $1.05M | 0.28% | 00.0% | Unchanged |
| Phocas Financial Corp. | 6,105 | $1.05M | 0.15% | −320−5.0% | Reduced |
| GDS Wealth Management | 6,122 | $1.05M | 0.19% | −3,197−34.3% | Reduced |
| CoreFirst Bank & Trust | 6,126 | $1.05M | 0.76% | −89−1.4% | Reduced |
| Panagora Asset Management Inc | 6,131 | $1.05M | 0.01% | −4,303−41.2% | Reduced |
| Crawford Investment Counsel Inc | 6,186 | $1.06M | 0.02% | +62+1.0% | Added |
| Parallel Advisors, LLC | 6,188 | $1.06M | 0.04% | +139+2.3% | Added |
| First Pacific Financial | 6,190 | $1.06M | 0.49% | −387−5.9% | Reduced |
| Edge Capital Group, LLC | 6,194 | $1.06M | 0.07% | +5,107+469.8% | Added |
| Graypoint LLC | 6,213 | $1.06M | 0.12% | +3,229+108.2% | Added |
| Parsons Capital Management Inc | 6,332 | $1.08M | 0.09% | +472+8.1% | Added |
| Smith, Moore & Co. | 6,362 | $1.09M | 0.15% | −59−0.9% | Reduced |
| Eagle Rock Investment Company, LLC | 6,400 | $1.10M | 0.25% | −500−7.2% | Reduced |
| Foster Group, Inc. | 6,410 | $1.10M | 0.07% | +69+1.1% | Added |
| Samalin Investment Counsel, LLC | 6,454 | $1.11M | 0.67% | +18+0.3% | Added |
| Integrated Wealth Concepts LLC | 6,469 | $1.11M | 0.02% | +1,810+38.8% | Added |
| SeaCrest Wealth Management, LLC | 6,481 | $1.11M | 0.15% | +50+0.8% | Added |
| Montecito Bank & Trust | 6,500 | $1.11M | 0.27% | −200−3.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 6,524 | $1.12M | 0.38% | +21+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 6,538 | $1.12M | 0.13% | −3,139−32.4% | Reduced |
| Fulton Bank, N.A. | 6,551 | $1.12M | 0.06% | −458−6.5% | Reduced |
| David Loasby | 7,202 | $1.13M | 0.13% | +4,793+199.0% | Added |